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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: Robert G. Harrell who wrote (2270)	3/8/2000 9:37:00 AM
From: kolo55	Read Replies (2) \| Respond to of 2542

I bought the SLR back, and then some. Over the last two days, I re-established my SLR position. My strategy... I set relative values on the stocks in the sector, and play off the excessive volatility. For example, last year I said FLEX should trade at a 30-50% premium to CLS on a stock price basis, and today that is where it is. But over the course of the year the range was from a 10% discount to a 70% premium. Plenty of opportunity for people to make money on the excessive volatility, if they can read and listen. Paul